Lead Edge Capital Management, LLC APPN — APPIAN CORP

Ownership history in Lead Edge Capital Management, LLC  ·  8 quarters on record

AI Ownership Summary

Lead Edge Capital Management, LLC reported APPIAN CORP (APPN) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 17.05% in 2024 Q4. The latest visible filing shows APPN at 11.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APPN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lead Edge Capital Management, LLC's position in APPIAN CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

APPN was reported at 11.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
17.05% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

APPN stock page Lead Edge Capital Management, LLC fund profile Lead Edge Capital Management, LLC full holdings
How Lead Edge Capital Management, LLC held APPN — position size vs. price
% of Fund (quarterly)    APPN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,905,634 +296,845 +18.5% 11.26% $45.9M 2026-05-15 $19.53
2025 Q4 REDUCED 11.2% -31.9% ✅ 1,608,789 -202,362 -11.2% 14.61% $57.0M 2026-02-17 $23.04
2025 Q3 ADDED — — — 1,811,151 +186,354 +11.5% 14.63% $55.4M 2025-11-14 $43.27
2025 Q2 ADDED — — — 1,624,797 +96,712 +6.3% 13.43% $48.5M 2025-08-14 $29.73
2025 Q1 UNCHANGED — — — 1,528,085 — 0% 13.37% $44.0M 2025-05-15 $33.13
2024 Q4 ADDED — — — 1,528,085 +83,000 +5.7% 17.05% $50.4M 2025-02-14 $31.65
2024 Q3 ADDED — — — 1,445,085 +288,100 +24.9% 14.28% $49.3M 2024-11-14 $37.60
2024 Q2 INITIATED — — — 1,156,985 — — 11.39% $35.7M 2024-08-14 $30.04

🏢 Other funds also holding APPN

As of 2026 Q1 — sorted by position size

RPD Fund Management LLC 3Y 30.89% Fivespan Partners, LP 22.43% Mudita Advisors LLP 3Y 4.13% HARBER ASSET MANAGEMENT LLC 3Y 7Y 2.27% Tejara Capital Ltd 3Y 1.38% PRELUDE CAPITAL MANAGEMENT, LLC 3Y 7Y 0.72% Bayforest Capital Ltd 0.27% EntryPoint Capital, LLC 0.24% nVerses Capital, LLC 0.19% Nebula Research & Development LLC 3Y 0.17%

FAQ About Lead Edge Capital Management, LLC and APPN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lead Edge Capital Management, LLC reported owning APPN?

Lead Edge Capital Management, LLC reported APPN across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported APPN position in Lead Edge Capital Management, LLC's portfolio?

The largest reported portfolio weight for APPN was 17.05% in 2024 Q4.

What is the latest reported APPN position on this page?

The most recent filing on this page is 2026 Q1, when Lead Edge Capital Management, LLC reported 1,905,634 shares, equal to 11.26% of portfolio, with an estimated market value of $45.9M.

What does the chart on this APPN ownership page compare?

The chart compares Lead Edge Capital Management, LLC's quarterly APPN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lead Edge Capital Management, LLC time their APPN position?

Based on 13F filing dates vs. subsequent APPN price moves, Lead Edge Capital Management, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on APPN relative to SPY over the holding period was -35.2%.

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